Joel Greenblatt sits down with Howard Marks at Columbia for a conversation about special situations, margin of safety, and why the goal is to find the easier game rather than the harder one. He…
The Vulture of Wall Street | Billionaire Investor Howard Marks Archive of financial stories. Feel free to follow the podcast if you'd like to come along for the ride Disclaimer: This fan-made podcast…
In his new Bloomberg interview, Howard Marks explains his investment strategy for 2023, such as the philosophies he follows and the particular types of securities his firm, Oaktree, are focused on.In…
你以為投資市場有一套固定的規則？但如果政府的介入、財政赤字，以及 AI 帶來的巨額資本支出，正在改變過去我們熟悉的經濟邏輯呢？ 這一集，我們從 Howard Marks 的投資備忘錄出發，聊聊三個值得思考的問題： 當政府介入市場，價格還能反映真正的供需嗎？ 當美國持續擴大財政赤字，長期利率會走向哪裡？ 當 AI 吸走龐大的資本，投資人的估值邏輯是否也該改變？…
Mastering the Market Cycle: Getting the Odds on Your Side (Howard Marks) - Amazon Poland Store: https://www.amazon.pl/dp/0358108489?tag=9natreepoland-21 - Amazon Worldwide Store:…
Use my link https://shortform.com/hodder to get a 25% discount and install Shortform AI using this link https://bit.ly/3DnAdeb to start learning more, faster.In mid 2005, Howard Marks had no idea…
Estados Unidos ya paga más en intereses por su deuda que en defensa. La tasa de sus bonos largos llegó al nivel más alto en 19 años, el secretario del Tesoro salió a comprar bonos para bajarla y le…
Howard Marks just released a brand new memo where he breaks down whether the stock market is in a bubble.He wrote a similar memo exactly 25 years ago, in January 2000 called bubble.com, outlining his…
The stock market has a fundamental problem, most of the time, it doesn’t actually work.The stock market is so severely misunderstood, but thankfully one of the greatest minds in finance, Howard…
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole…
Howard Marks on why being right too soon can end a career, and why separating conviction about direction from conviction about timing is a judgment no forecasting tool can make for you.
This episode unpacks the paradox of sky‑high U.S. bond yields offering a virtually risk‑free ~5% return while Bitcoin races past $85,000, exploring how traditional macro forces and a resurgent crypto…
Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest takeaways from the UN…
AI's $3.1 trillion in off balance sheet commitments can end two ways, and both end with the printer running. Jackson, Michael and Brian make the case for Bitcoin, from the biggest ETF inflow day of…
Podcast : The Memo by Howard Marks (LS 54 · TOP 0.5% what is this? ) Episode : Shall We Repeal the Laws of Economics – Part III Pub date : 2026-09-22 Get Podcast Transcript → powered by Listen411 -…
Over the history of this podcast there are two people who have probably influenced the way I think more than anyone else: Howard Marks and Michael Mauboussin. For this special episode, I went back…
Marks built Oaktree on a simple asymmetry — avoid permanent loss and the returns take care of themselves. We go through his framework on risk, cycles, and second-level thinking, and how to apply it…
Mortgage rates moved lower as a relatively quiet day gave bond markets little reason to sell. We did get some manufacturing data and a small Treasury auction, but neither was enough to shake markets,…
In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields. He affirms that the only sustainable solution is responding to the underlying factors pushing…
Private credit has grown from a niche into a multi-trillion-dollar asset class with limited mark-to-market discipline. Marks' warning, the rate shock behind it, and why the historical analogy is…
Every boom arrives with a story good enough to justify the price. The railroads. The Nifty Fifty. The internet. And now artificial intelligence. In this episode, Howard Marks — co-chairman of Oaktree…
In dieser Episode wird Howards Marks‘ Ansatz für Kreditinvestitionen analysiert. Es wird gezeigt, wie Oaktree ein milliardenschweres Imperium aufgebaut hat, indem das Unternehmen notleidende Schulden…
書名: 《掌握市場週期》 作者: Howard Marks 連牛頓都喺南海泡沫輸身家？《掌握市場週期》下集，我地會同你行入泡沫現場：一開一關、決定公司生死嘅信貸窗口；牛市三階段同「最後嘅傻瓜」；雷曼爆煲後每星期投資五億美元嘅膽識。馬克斯話，你唔使預測未來——學識同市場「探熱」、知道自己企喺鐘擺邊一邊，然後喺真正極端嗰陣先出手。 最後仲有一句留俾所有普通人嘅話：「訣竅是設法活下來！」
書名: 《掌握市場週期》 作者: Howard Marks…
The Most Important Thing (Howard Marks) - Amazon USA Store: https://www.amazon.com/dp/9353022797?tag=9natree-20 - Amazon Worldwide Store:…
This audio program is part of the Great Investors podcast, by Latticework. Howard Marks has spent more than half a century on a problem he says he still has not solved: what risk actually is, and…
一家偉大的公司，但它是一筆好投資嗎？當 SpaceX 股價從高點回落，我們究竟該跟著興奮買進，還是保守觀望？ 本集節目跳脫傳統的單向讀書會，由主持人 Lisa（分析派）帶領樂觀派 Cindy 與保守派 Beinni，展開一場深入的思辨對談。我們以 SpaceX 作為真實案例，將華爾街傳奇投資人 Howard Marks 經典著作《投資最重要的事》中的核心心法，直接搬上模擬市場的實戰擂台。 🎧…
The Most Important Thing (Howard Marks) - Amazon USA Store: https://www.amazon.com/dp/9353022797?tag=9natree-20 - Amazon Worldwide Store:…
Trong những giai đoạn thị trường tăng giá bừng bừng, khi tài khoản liên tục xanh mướt và những khoản lợi nhuận nhân đôi, nhân ba dễ dàng chảy vào túi, ranh giới giữa một thiên tài phân tích và một kẻ…
Fable Ep. 3. A man grips a crystal ball that tells him the complete truth, and the complete truth is useless. Howard Marks on preparation over prediction, illustrated by an Egyptian Mau who runs…
Howard Marks in conversation about market cycles, investor psychology, and where the current market sits on the swing from optimism to fear. He works through three of his memos, explaining why…
Mastering the Market Cycle: Getting the Odds on Your Side (Howard Marks) - Amazon Türkiye Store: https://www.amazon.com.tr/dp/0358108489?tag=9natreetr-21 - Amazon Worldwide Store:…
V deviatej epizóde štvrtej série zažijete výnimočné myšlienkové spojenie dvoch generácií špičkových investorov. Do štúdia podcastu Acquired zasadol legendárny Howard Marks, kráľ defenzívneho…
Mastering The Market Cycle (Howard Marks) - Amazon USA Store: https://www.amazon.com/dp/1328479250?tag=9natree-20 - Amazon Worldwide Store:…
The Most Important Thing (Howard Marks) - Amazon Poland Store: https://www.amazon.pl/dp/9353022797?tag=9natreepoland-21 - Amazon Worldwide Store:…
Hãy thành thật với chính mình: Có bao giờ trong một giai đoạn thị trường tăng giá bừng bừng, khi tài khoản liên tục xanh mướt và những khoản lợi nhuận 20%, 30% dễ dàng chảy vào túi, bạn tự nhìn vào…
Có một câu chuyện ngụ ngôn vô cùng châm biếm kể về một vị giáo sư kinh tế học Chicago đi dạo cùng học trò. Người học trò reo lên khi thấy tờ 10 đô la dưới đất, nhưng vị giáo sư gạt đi bảo rằng không…
The Most Important Thing (Howard Marks) - Amazon Türkiye Store: https://www.amazon.com.tr/dp/9353022797?tag=9natreetr-21 - Amazon Worldwide Store:…
V druhej epizóde štvrtej série privítame jedného z najčítanejších a najrešpektovanejších mysliteľov finančného sveta. Naším hosťom je Howard Marks, spoluzakladateľ a šéf spoločnosti Oaktree Capital…
Hãy thử nhớ lại xem, đã bao giờ bạn nhìn vào một thị trường đang tăng giá điên cuồng, nhìn vào một cổ phiếu liên tục vượt đỉnh ngày này qua tháng nọ, và rồi tự nhủ rằng kỷ nguyên mới đã mở ra, mọi…
V štvrtej epizóde tretej série privítame kráľa defenzívneho investovania do dlhopisov a problémových aktív. Naším hosťom je Howard Marks, spolupredseda spoločnosti Oaktree Capital, ktorý v rozhovore…
Khi bước chân vào thị trường chứng khoán, ai trong chúng ta cũng mang trong mình một khát khao cháy bỏng: Làm sao để nhân đôi, nhân ba tài khoản, làm sao để săn được những siêu cổ phiếu mang lại lợi…
To access more advanced researches, applications, and our latest personal Deep Value Agents, welcome to explore and join deep values APP. track total market temperature, welcome to search and…
Investing Guide: https://clickhubspot.com/epkr Episode 841: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to legendary investor Howard Marks about AI and making…
Howard Marks explains why the best opportunities often appear when everyone else is scared, and how AI is reshaping judgment, investing, and the future. In this condensed recap of the My First…
Il ciclo economico e quello finanziario. Studiare il passato per anticipare il futuro (Howard Marks) - Amazon Italian Store: https://www.amazon.it/dp/8836010156?tag=9natreeitz-21 - Amazon Worldwide…
V druhej epizóde novej série sa prenesieme do prítomnosti, priamo na pôdu prestížnej Wharton School. Naším hosťom nie je nikto iný ako Howard Marks, spolupredseda spoločnosti Oaktree Capital, ktorý…
Có bao giờ bạn vừa chốt lời một mã cổ phiếu với mức lợi nhuận khủng và thầm nghĩ trong đầu rằng mình thực sự là một thiên tài đầu tư hay chưa? Nếu bạn vừa bước chân vào thị trường trong một giai đoạn…
In The Most Important Thing Illuminated , Howard Marks details a sophisticated investment philosophy that prioritizes risk assessment and psychological awareness over simple formulas. The book…
Buffett said if you can't manage your emotions, you can't manage your money. This week we prove him right. Steve, Tom and Jacob break down Howard Marks' Mastering the Market Cycle: the three stages…
Štvrtá epizóda nášho podcastu sa venuje téme, ktorá odlišuje priemerných investorov od tých skutočne úspešných – hlbokému pochopeniu a riadeniu rizika. Naším sprievodcom bude Howard Marks,…
Billionaire Investor Howard Marks uses this Psychology tactic to stay ahead when investing Second Level Thinking. >Want to generate consistent income through investing? Learn our AI for Options…
【本集簡介】 大家總想知道「股市到底見底了沒？」但華爾街傳奇大師霍華．馬克斯（Howard Marks）在《掌握市場週期》中告訴我們：投資從來不是預測精準的進出場時機，而是看懂「現在的環境」。本集我們將帶你跳脫大眾思維，練習高階的「第二層思考」，學會在別人盲目樂觀時看見風險，在別人恐慌崩盤時看清底牌。 【對談精華】 在深度對談中，我們將拆解投資市場的底層規律： 信貸週期的領先指標：…
Warren Buffett từng đúc kết một chân lý sâu sắc: "Một nhà đầu tư chỉ cần làm một vài điều đúng đắn, miễn là đừng làm quá nhiều điều sai trái". Hầu hết chúng ta khi bước chân vào thị trường đều khát…
Có bao giờ bạn tự hỏi tại sao mình luôn chọn mua những cổ phiếu của các công ty đầu ngành, những doanh nghiệp có lợi nhuận khổng lồ, ban lãnh đạo xuất chúng và xuất hiện nhan nhản trên mặt báo với…
https://nesttholdings.com suneil@forexwithsk.com Understand the nature of the Market Pendulum - how Howard Marks identified it and traded it Learn to manage your emotions and not get swept away by…
Bruce Flatt, CEO of Brookfield Corporation, and Howard Marks, co-chairman of Oaktree Capital Management, spoke with Barron's editor at large Andy Serwer. This interview was filmed on June 9, 2026.…
Ed Elson and Scott Galloway are joined by Howard Marks to discuss whether the IPOs from SpaceX, Anthropic and OpenAI are legitimate investments or signs of irrational exuberance. They explore how…
Isaac Newton was bepaald niet op zijn achterhoofd gevallen, maar hij verloor wel miljoenen aan de Zuidzeebubbel in 1720. Sterker nog, hij stapte op tijd uit, om vervolgens weer in te stappen en…
After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software…
IMF Managing Director Kristalina Georgieva weighs in on the Iran war and how its effecting global growth and inflation. Then Oaktree’s Howard Marks on the impact of the war on stocks and whether he…
I sat down with Howard Marks, the co-founder of Oaktree and the man who has been writing the memos every serious investor on earth opens first for over thirty years, and what was supposed to be a…
Howard Marks runs the largest distressed debt firm in the world, has been writing the memos that Warren Buffett opens first for over thirty years, and just changed his mind on AI after a single…
As concerns mount regarding the health of the private credit ecosystem , Oaktree Capital Management co-chairman Howard Marks offers perspective–and some investing advice–when it comes to private…
Let's talk about something most investors never stop to question. Not which stocks to pick. Not which sector is hot right now. But the way they actually think about investing... and whether that way…
In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending…
🕰️ 《掌握市場週期》：在變動中尋找定見的時機指南 橡樹資本共同創辦人霍華．馬克斯（Howard Marks）指出，我們雖無法預測未來，但可以明確知道自己「現在身處何處」。這篇心得分享了如何在市場的鐘擺效應中，找回內心的平靜。 核心觀點有二： 🥑市場週期的「鐘擺意識」：…
Want to invest like the best? Get Mohnish's investment playbook: https://clickhubspot.com/jbhm Episode 808: In this special episode, we’re pulling together the most replayed moments from our episodes…
In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature…
Welcome to a new episode of the Sweat Your Assets podcast. Howard Marks is the co-founder of Oaktree Capital Management and author of "The Most Important Thing" and "Mastering the Market's Cycles".…
Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit…
Sign up for TBPN’s daily newsletter at TBPN.com (01:10) - NVIDIA Earnings Recap (09:07) - NVIDIA Earnings: 𝕏 Timeline Reactions (18:05) - 𝕏 Timeline Reactions with John Palmer (59:35) - 𝕏 Timeline…
In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it…
William Green highlights essential truths about investing, business & life that emerged from two of his favorite interviews with Howard Marks and Nima Shayegh. This episode also explores powerful…
Howard Marks, cofundador de Oaktree Capital y uno de los inversionistas más influyentes del mundo, analiza si la Inteligencia Artificial está generando una burbuja financiera. Aunque reconoce que la…
In this second Best Of compilation, our team distilled the most powerful insights from 2025, and some from 2024—of Investing in Integrity. Spanning leadership, culture, and purpose-driven finance and…
In this conversation, Howard Marks shares his insights on investment strategies, the nature of risk, and the impact of market cycles. He discusses the origin of his company, Oak Tree, and elaborates…
We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos…
🧠 霍華德・馬克斯：投資最重要的事 橡樹資本（Oaktree Capital）共同創辦人霍華德・馬克斯（Howard Marks）的投資哲學，濃縮在這本經典中，核心思想是： 🌳第二層思考（Second-Level Thinking）：…
In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a…
Featuring: Howard Marks, Co-Founder & Co-Chairman, Oaktree Libby Cantrill, Managing Director - Head of Public Policy, PIMCO Michelle Meyer, Mastercard Chief Economist See omnystudio.com/listener for…
Oaktree Capital Management LP co-founder Howard Marks says interest rates don't need to go much lower than they are now. He speaks with Bloomberg's Lisa Abramowicz See omnystudio.com/listener for…
In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI investments and the conspicuous parallels to previous…
In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder that the yield premium offered by sub-investment grade credit…
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund. Howard explores the key topics covered during the…
How does the stock market express uncertainty? In this insightful conversation, co-founder of Oaktree Capital, renowned investor, and Alliance Board member Howard Marks joins our host, Annie Duke, to…
Legendary investor Howard Marks, co-founder and co-chairman of Oaktree Capital Management, sits down with Wilf to discuss 35 years of his celebrated investment memos and the timeless lessons they…
Market valuations on major asset classes are at historically high levels. But does that mean we’ve reached the point where nothing is attractive? And if we’re at that point, how should we think about…
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started…
Stocks starting the week in the green after Friday's sell-off: Sara Eisen and Michael Santoli kicked off the hour looking at the state of trade when it comes to China (on the heels of new…
In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known…
One thing most people assume about stock markets is that they're an accurate reflection of what's happening in the economy. Yet nothing about markets or politics feels typical right now. Despite…
Want our 9 investment principles playbook? Get it here: https://clickhubspot.com/kcm Episode 738: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Howard Marks…
Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management -Eugenio Aleman, Raymond James Chief Economist -Eric Freedman, US Bank CIO See omnystudio.com/listener for privacy information.
Oaktree Capital Management Co-Chairman Howard Marks says he finds stocks expensive “relative to what I call fundamentals, or you might call reality,” but says there’s no reason to think there’s a…
Neste episódio histórico do Market Makers, Thiago Salomão e André Jakurski recebem a lenda viva dos investimentos, Howard Marks, cofundador da Oaktree Capital. Em uma conversa franca e direta, Marks…
In his latest memo, Howard Marks sets forth the essence of value and price, as well as the critical relationship between the two. He posits that value exerts a ‘‘magnetic’’ influence on price,…
Aprimore os processos e posicionamento de sua gestora, ganhe vantagem competitiva e aumente as chances de se destacar na desafiadora indústria brasileira de fundos de investimento:…
🎙 Tune in to the Trinity SMF podcast with Emanuele Roncalli di Montorio-Veronese as he speaks with Oaktree Capital Management’s Howard Marks Mr. Howard Marks is the Co-Founder and Co-Chairman of…
In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent control, fire insurance, and tariffs, he emphasizes that while…
Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about: -…
Oaktree’s, Howard Marks, on the future of this rally and why nothing can happen without a final decision on tariffs. Plus, Kate Koch of TWC on the outlook for credit. And, the latest from CNBC’s Fed…
In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and…
This week, I had the distinct honor of speaking with Howard Marks, one of the most respected and insightful investors of our time, and the co-founder and co-chairman of Oaktree Capital Management.…
In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy. Seismic in that they reflect a fundamental undoing of…
Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit…
Oaktree Capital Management Co-Chairman Howard Marks discusses the present moment, the market selloff, and the changes brought to trade through tariffs. He speaks with Bloomberg's Lisa Abramowicz. See…
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management.…
When Warren Buffet singles you out for praise, it might be fair to say you have summited the investment equivalent of K2, Annapurna and Kangchenjunga, the most challenging of mountain peaks! In a…
Howard Marks's Mastering the Market Cycle explores cyclical patterns in investing, emphasizing the importance of understanding market psychology and the interplay of economic and credit cycles. Marks…
In his latest memo, Howard addresses a common question he’s been receiving over the last few months: “What about credit spreads?” He explains that the key question should be whether today’s spread is…
In this conversation, Howard Marks, co-chairman of Oaktree Capital Management, discusses the current state of the U.S. economy and the implications for Long Island businesses. He shares insights on…
In the latest episode of Behind the Memo, Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about 25 years ago. He delves into the investor psychology that…
In this engaging podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share invaluable investment wisdom with Roi Lipovetzky, a former MBA student and…
On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com, calling attention to excesses he detected in the market for tech and internet stocks. His newest…
Howard Marks's Mastering the Market Cycle is a book on investing that emphasizes the importance of understanding and adapting to market cycles. Marks argues that superior investors possess an…
Oaktree Capital Management LP is looking for bargains in China even as other investors shun the world’s second-biggest economy, according to co-chairman and co-founder Howard Marks. “I’ve made my…
Asian equities are mainly in the green at the start of the week with the dollar rally pausing after achieving multi-month highs. President-elect Donald Trump appoints Sean Duffy as transport…
Howard Marks, co-chairman of the alternative investment manager Oaktree Capital Management, explains what distinguishes ownership and debt—and how they relate to two of the most popular investment…
In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fundamental differences between ownership and debt, as well…
Warren Buffett doesn’t need investment advice. But he does listen to fellow billionaire and co-founder of Oaktree Capital Howard Marks. Here, the legendary investor shares his insights on the market,…
Discussing the investing wisdom of Howard Marks, co-founder of Oaktree Capital. Host by Yadada and Maple; Powered By NotebookLM.
In his latest memo, Howard Marks discusses the economic facts of life, as he examines the workings of free markets and what happens when they’re tampered with. He considers what “price-gouging”…
In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling author and partner at the Collaborative Fund. They discuss ideas from Howard’s recent memo “The…
In his latest memo, Howard Marks discusses the reasons for the recent market volatility using one of finance’s classic metaphors: Mr. Market, the figure Benjamin Graham created in 1949 to explain the…
In this episode of Behind the Memo, Howard Marks is joined by two special guests: Oaktree cofounder Bruce Karsh and the chess Grandmaster Maurice Ashley. In a wide-ranging conversation, they discuss…
In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and…
Howard Marks, co-founder and co-chair of Oaktree Capital Management, says he sees "pain" ahead in the private equity and real estate space. He discusses what he sees as the risks facing the current…
In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep…
In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep…
Oaktree Co-Chairman Howard Marks (https://www.linkedin.com/in/howardmarksbook/) joined the In Good Company podcast with Nicolai Tangen (https://www.linkedin.com/in/nicolai-tangen/). They discussed…
How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in…
In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborative Fund post by Morgan Housel. Howard explains why…
Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest episode of The Insight: Conversations, Howard Marks…
Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest episode of The Insight: Conversations, Howard Marks…
Tid er penger har hatt den sjeldne gleden av å få intervjue en av verdens mest vellykkede investorer, Howard Marks. Howard er grunnlegger av investeringsselskapet Oaktree og er en av verdens mest…
Tesla shares surprisingly hold up despite the EV maker missing massively on both the top and bottom lines. Elon Musk has hinted to investors that more affordable options are in the pipeline. The S&P…
Oaktree Capital Management co-founder Howard Marks says efforts to support the US economy during the Global Financial Crisis and the Covid-19 pandemic have led to a growth in government leverage that…
Oaktree Capital Management co-founder Howard Marks says efforts to support the US economy during the Global Financial Crisis and the Covid-19 pandemic have led to a growth in government leverage that…
Want to build influence with great ideas and simple writing? Look no further than Howard Marks. Most smart people use big words and plastic jargon to reinforce the barrier between themselves and “the…
Non capita tutti i giorni di parlare con uno dei più grandi investitori della storia moderna, con oltre 2 Miliardi di Dollari di patrimonio personale e con risultati importanti sui mercati. Ecco…
👋 来互动 🫸 Flow_第三浪 @Linktree 🫸 Flow_第三浪 @即刻 🫸 Flow_第三浪 @X | Twitter 🕵️ 英文原声 & 节目频道 Oaktree's Howard Mark on Bloomberg Wealth with David Rubenstein David Rubenstein 🎸 背景音乐 Moonlight - Red Dead…
In this special episode of Behind the Memo, Howard Marks is joined by journalist and financial historian Edward Chancellor to discuss ideas from Howard’s recent memo, Easy Money, which was inspired…
Carl Quintanilla and Sara Eisen tackle today’s biggest Money Movers from the floor of the New York Stock Exchange. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about…
Just like gold, Bitcoin is `only worth what people will pay for it,’ says Oaktree Capital Management co-founder Howard Marks. He discusses crypto, explains why he believes the investment environment…
Today we host Howard Marks of Oaktree Capital Management. For most of us in the investment community, Howard needs no introduction. He is somebody we have looked forward to hosting for quite some…
What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The…
What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The…
Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks to discuss ideas from her book Thinking in Bets and Howard’s memo You Bet! They explore luck,…
Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks to discuss ideas from her book Thinking in Bets and Howard’s memo You Bet! They explore luck,…
Mary Barra, GM CEO, discusses the company's announcement of its biggest-ever buyback plan, and says she expects 'strong adoption' of more affordable EV s. Thierry Wizman, Macquarie Global Interest…
Oaktree's Howard Marks remembers the life of Berkshire Hathaway Vice Chair, Charlie Munger. He speaks with Bloomberg's Tom Keene and Lisa Abramowicz See omnystudio.com/listener for privacy…
Oaktree Capital Management Co-Chairman Howard Marks discusses rates and his outlook on the markets. He has been speaking with Bloomberg's David Ingles on the sidelines of the HKMA Global Financial…
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing…
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing…
In the latest episode of Behind the Memo, Howard discusses his recent memo: Fewer Losers, or More Winners? He details the inspiration for the memo and explains why investors – like tennis players –…
Scott Kitun talks to StartEngine co-founder Howard Marks. The conversation starts with Kitun's curiosity about Marks' early involvement in crowdfunding, despite having been an entrepreneur (founder…
David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the…
David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the…
Welcome to Sweat Your Assets, a podcast boosted with practical wisdom to help you master your personal and financial growth. I’m Alessandro Baroni, and in today’s episode number 02, we hear Howard…
In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly, including…
In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly, including…
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn’t portend a wave of banking failures but may amplify preexisting…
Trey Lockerbie invites the renowned Howard Marks, known for establishing Oaktree Capital with $140B in AUM and earning a reputation as an investing legend for his consistent performance,…
If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges…
Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the dot-com bubble to the pandemic-driven crisis in early 2020.…
William Green showcases some of the most valuable insights from four investing superstars who have recently appeared on the Richer, Wiser, Happier podcast: Joel Greenblatt, Bill Miller, Howard Marks,…
Howard is joined by Bruce Flatt, CEO of Brookfield, for a discussion of Ditto, which was originally published on January 7, 2013. They examine the distinction between price and value and consider how…
If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool…
In the latest episode of Behind the Memo, Howard discusses his most recent memo, Sea Change. He explains why the shift we may currently be experiencing could force investors to rethink the meaning of…
Stocks closed mostly higher after a volatile session on Wall Street ahead of the long holiday weekend. Investing legend Howard Marks joins for an extended interview on his market outlook, including…
In the latest episode of Behind the Memo, Howard discusses his most recent memo, What Really Matters?, and looks back on a year of memo-writing. He considers the themes that have dominated his…
Where are we in the market cycle? Legendary investor Howard Marks, co-founder and co-chairman of Oaktree Capital Management, shares his observations and discusses where the 'pendulum' may be heading…
Howard reflects on memos related to the Global Financial Crisis with Bob O’Leary, Co-Portfolio Manager of Oaktree’s Global Opportunities strategy. They share their most striking memories from the…
In the latest episode of Behind the Memo, Howard discusses key themes from his recent memo, The Illusion of Knowledge. He explains why creating helpful macro forecasts is so challenging and why…
Howard Marks has long questioned the value of macro forecasts, but in his latest memo, he explains why creating profitable forecasts is so difficult. He discusses the incredible complexity involved…
We sit down with legendary investor Howard Marks of Oaktree Capital and his son Andrew who, while less-well-known, is also an incredibly accomplished investor in a very different arena: early-stage…
Watch full engaging videos on our popular Youtube channel: Motivation 2 invest (3 million views) https://www.youtube.com/channel/UCn6TvLMOvNdawu-ii6i9ubw 🎓 Learn How to Invest & Ask me questions:…
In this episode, WLIW-FM’s General Manager Diane Masciale speaks with iconic investor and writer Howard Marks. Marks founded his company Oaktree Capital Management with six tenets of investing, which…
In the latest episode of Behind the Memo, Howard discusses his recent memo, I Beg to Differ. He explains why investors seeking to outperform need to think differently, be exceptional, and be prepared…
In this episode of Exchanges at Goldman Sachs: Great Investors, Howard Marks, Co-Chairman of Oaktree Capital Management, speaks with Goldman Sachs’ Katie Koch, Chief Investment Officer of Public…
Legendary investor Howard Marks, Co-Founder of Oaktree Capital Management, joins Sally Moore, Global Head of Strategy, M&A and Partnerships for S&P Global and host Joe Cass on this episode of Fixed…
Billionaire Howard Marks Interview | How to Invest in 2022? Watch full engaging videos on our popular Youtube channel: Motivation 2 invest (3 million views)…
O convidado mais do que especial do episódio #67 do Outliers é um dos maiores investidores da história moderna do mercado financeiro, Howard Marks - sócio-fundador da Oaktree Capital. Com mais de 50…
O convidado mais do que especial do episódio #67 do Outliers é um dos maiores investidores da história moderna do mercado financeiro, Howard Marks - sócio-fundador da Oaktree Capital. Com mais de 50…
Howard reflects on this memo, originally published on January 11, 2021, with his son Andrew Marks. They discuss why open-mindedness – at all ages – is key when investing in a rapidly changing world.…
In the latest episode of Behind the Memo, Howard discusses his recent memo, Bull Market Rhymes. Howard explains why investing keeps getting harder and why looking to the past can potentially help…
Howard Marks, Oaktree Capital Group Co-Founder & Co-Chairman, says market attitudes are more balanced now and sees a better investment environment for bargain hunters. Bill Dudley, Bloomberg Opinion…
Watch full engaging videos on our popular Youtube channel: Motivation 2 invest (3 million views) https://www.youtube.com/channel/UCn6TvLMOvNdawu-ii6i9ubw 🎓 Learn How to Invest & Ask me questions:…
Stocks closing higher for a second straight day ahead of Wednesday's Federal Reserve decision on interest rates. Oaktree Capital’s Howard Marks discusses this year's wild market volatility and why he…
Howard reflects on this memo (https://www.oaktreecapital.com/docs/default-source/memos/lines-in-the-sand.pdf) originally published on April 18, 2017. Following up on his classic memo You Can’t Eat…
Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to…
IN THIS EPISODE, YOU’LL LEARN: 03:58 - Business challenges and lessons from Activision, Acclaim Games, and StartEngine. 22:37 - What crowdfunding is and why businesses need it. 22:37 - What are the…
In the latest episode of Behind the Memo, Howard discusses the origins and important themes of his recent memo, The Pendulum in International Affairs. Howard explains why one of his favorite…
Howard Marks, Co-Chairman of Oaktree Capital and accomplished author, discusses the challenge of finding value in today's world and how his investment philosophy differs from his children’s. Recorded…
IN THIS EPISODE, YOU'LL LEARN: 04:31 - How Marks was shaped by his first experience of a stock market bubble and crash. 12:04 - How conversations with his son have led him to modify his investment…
Watch full engaging videos on our popular Youtube channel: Motivation 2 invest (3 million views) https://www.youtube.com/channel/UCn6TvLMOvNdawu-ii6i9ubw 🎓 Learn How to Invest & Ask me questions:…
Howard reflects on this memo originally published on June 20, 2012. He discusses why understanding mistakes – both your own and others’ – is key to superior investing. He’s joined by Bob O’Leary,…
Listen to the first episode of our new series Behind the Memo, in which Howard breaks down his latest memo, discussing its origins, themes and key insights. In Selling Out, published on January 13,…
Howard reflects on this memo originally published on January 19, 2016. In the second episode of a two-part series, he discusses the problems with taking advice from the market. But he also draws on…
Howard reflects on this memo originally published on January 14, 2016. In the first of a two-part series, he analyzes investors’ irrationality and discusses why things that are obvious in investing…
In today’s episode, we have an extremely special guest who is a billionaire and investing legend, Howard Marks. Howard really needs no introduction, but if you have not read Howard's memos, you are…
Legendary investor Howard Marks of Oaktree Capital joins us with his take on the economy, markets and inflation. Does we agree with Scott Minerd’s bold call that a big market correction is coming?…
Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231] Pub date…
Howard reflects on this memo originally published on March 27, 2006. In this wide-ranging discussion, he weaves together the Japanese concept of mujo, probability theory and the Super Bowl to suggest…
My guest today is Howard Marks, co-founder of Oaktree Capital, a leading investment manager, and one of the world’s largest distressed debt investors. In our conversation, we discuss takeaways from…
In questo video ho riassunto le opinioni di 3 grandi investitori americani in materia di Coronavirus. Cosa ne emerge? Innanzitutto un'infinita saggezza e modestia ("non sono un medico" è la frase…